Data Centers

AI’s appetite for electricity is forcing investors and developers to rethink how data centers grow, with renewable energy moving from the sidelines to the heart of operations, writes Elisabeth Jeffries.

Investors are on alert for a growing number of red flags that extend beyond power and land access to sustainability, cybersecurity and data sovereignty.

What is a data center worth when technology changes faster than the buildings housing it?

PEI Group data shows that investors and managers continue to prioritize technology-focused real estate despite a tougher fundraising environment.

The Houston-based real assets manager will elevate three executives into new roles at the highest tier of the organization.

After years of growth, data centers are no longer a niche alternative; they are booming and have become foundational exposure to investment portfolios and the global economy, say Mike Armstrong and Michael Lee of GI Partners.

Inside: How power, demand and development are reshaping data center valuations; The new risks in data center investing; Dealing with concerns over obsolescence and stakeholder resistance; Expert insight from industry leaders; And much more…

Demand remains exceptionally strong, but the industry’s rapid expansion is creating new constraints around power, land, labor and community acceptance.

Scarce power, rising AI workloads and evolving technology are reshaping where data centers get built and how they are financed, say Principal Asset Management’s Casey Miller and Sebastian Dooley.

Data centers often steal the headlines, but digital infrastructure is a broader asset class, says Matteo Colombo, head of digital infrastructure investments at L&G.